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iShares Russell Midcap Growth Idx. shares owned by Family Wealth Group

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Family Wealth Group from 13F filings

Historical chart of Family Wealth Group investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. held by Family Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Family Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $760k 7.3k 104.46

More positions owned by Family Wealth Group

Vanguard S&p 500 Etf idx (VOO)
Ishares Tr rus200 grw idx (IWY)
Ishares Inc core msci emkt (IEMG)
SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr core msci intl (IDEV)
Ishares Tr rus200 val idx (IWX)
Amazon (AMZN)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Apple (AAPL)
iShares Barclays Credit Bond Fund (USIG)
Microsoft Corporation (MSFT)
iShares MSCI EAFE Growth Index (EFG)
SPDR Barclays Capital Aggregate Bo (SPAB)
iShares Russell Midcap Value Index (IWS)
iShares MSCI EAFE Value Index (EFV)

View all positions for Family Wealth Group

Top funds holding iShares Russell Midcap Growth Idx.

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
UBS Group
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Goldman Sachs Group
Branch Banking & Trust Company
GLOBALT Investments LLC / GA

View all funds holding iShares Russell Midcap Growth Idx.